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SBI Securities’s Simply Good Foods SMPL Stock Holding History

SBI Securities’s Portfolio SMPL Stock Details SMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$129 Hold
9
– – ﹤0.01% 3350
2025
Q4 		$181 Buy
9
+8
+800% +$166 ﹤0.01% 3241
2025
Q3 		$25 Hold
1
– – ﹤0.01% 3875
2025
Q2 		$32 Hold
1
– – ﹤0.01% 3817
2025
Q1 		$34 Hold
1
– – ﹤0.01% 3748
2024
Q4 		$39 Buy
+1
New +$37 ﹤0.01% 3687

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SBI Securities's SMPL Position: Q1 2026 in Review

SBI Securities held its Simply Good Foods (SMPL) position steady in Q1 2026 at 9 shares worth $129. The position accounts for ﹤0.01% of the portfolio, ranked #3350.

SBI Securities first reported a position in SMPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $181 in Q4 2025. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • SBI Securities held 9 shares of Simply Good Foods worth $129 as of Q1 2026.
  • SBI Securities left its Simply Good Foods share count unchanged in Q1 2026.
  • Simply Good Foods made up ﹤0.01% of SBI Securities's portfolio in Q1 2026, its #3350 holding.
  • SBI Securities first reported a position in Simply Good Foods in Q4 2024 and has held it in 6 quarters since.
  • SBI Securities's Simply Good Foods position peaked at $181 in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.